Gavin Management Group

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Jennifer joined Gavin Management with over 15 years of experience in the financial services field. In prior wealth management roles, she demonstrated exemplary commitment to her clients’ financial success through personalized service, attention to detail and sophisticated planning strategies.

GMG also engages the services of MarketCounsel, LLC to complement its own rigorous compliance practices. MarketCounsel is the leading business and regulatory compliance consulting firm to the country’s preeminent entrepreneurial investment advisors. Founded in August 2000, MarketCounsel clients are now serviced by a team of more than thirty-one dedicated men and women. GMG is a member in MarketCounsel’s RIA Institute for Compliance Management.

To accomplish this goal, GMG is dedicated to educating its members and protecting their interests. GMG coordinates all activities related to cash flow management, tax minimization and compliance, purchase advisory, estate planning, risk management and independence forecasting.

We do not disclose the nonpublic personal information we collect about our customers to anyone except: (i) in furtherance of our business relationship with them and then only to those persons necessary to effect the transactions and provide the services that they authorize (such as broker-dealers, custodians, independent managers etc.); (ii) to persons assessing our compliance with industry standards (e.g., professional licensing authorities, etc.); (iii) our attorneys, accountants, and auditors; or (iv) as otherwise provided by law.

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